Hello,
When i email invoices on MYOB, the customer gets a payment due date at the top right by the amount due, how do i get rid of this?
Its not on there when the invoice is printed, on when you open any of the three links on the email.
Help Please?
Hey Shelley,
Go and check the actual invoices you are having trouble with. If those quotes/invoices were created BEFORE you set your default terms on their cards, the terms won't have updated to the COD you have now set up. I personally need to check the terms for each of my clients' invoices every time, as we have different lead times/due dates for different products. I've attached a screenshot of the term on one of my invoices, and another of the online invoice due date that appears when you click 'View all activities', as this is what the customer sees when you send them their invoice via myob. I hope this helps!
My terms are COD as per attached, yet this still comes up (just sent this today).
It has to be the email sending via MYOB. the actual invoice doesnt have this, this is only on the three links on the email that this shows, the PDF version doesnt is this is the actual invoice.
I am using the same template for printing and sending. Its not the actual FORM that has the date, its on the MYOB links that the date appears. As per the screen shots i sent you. So i assume its an MYOB email issue.
So i still need help to get rid of this please.
Hi @ShelleyW73,
Thanks for sending through a screenshot, it does look like a template difference.If the due date is showing there but not on the version you print, it’s likely you’re using a different template for emailing and for printing.
It would be worth checking which form is selected for To Email and which one is selected for To Print, then making sure both are using the same customised template if that’s what you want.
If you want to remove the due date, you should be able to do that by editing the email template form and removing the Due Date field from that template.
If you want to know more about the fields you can add or remove from the template, you can read this here: Fields and columns you can add to forms. You can also reach out to our support team if editing the template doesn't make a difference. You can do this by creating a ticket in My Account or connecting with our live chat team through MOCA, our virtual assistant.
Regards,Genreve
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